Oil & Energy Menu Security

Grant, edit or revoke access to menus, sub-menus and information by selecting the appropriate Level in the Oil & Energy Module. Options in italics indicate a sub-menu or information that user accounts can be granted access.

Learn more about Available Levels here.

Options Available Levels Level
Main Menu

 

 

Access Action Items 0 - 1  
Access Customers 0 - 4

1- View Only

2- Edit Phone, Contact Name, Email, Loyalty Card Info

3- All except Edit Buyers

4- Add and Full Access

Budget Billing 0 - 3

1- View Only

2- Edit Tanks

3- Full Access

Edit Customer Address 0 - 2

1- 00 Only

2- Edit all Ship-to Addresses

Edit Status 0 - 1  
Energy Assistance Commitments 0 - 2

1- View Only

2- View and Edit

Customer Service 0 - 1  
Access Devices 0 - 2

1- View only

2- Full Access

Access Open Orders 0 - 3

1- All except modify tier price/discount or view margins

2- Modify Tier Price or Tier Discount

3- View Margins

Edit Contract Price 0 - 1  
Access Closed Orders 0 - 3

1- View only

2- View and reverse

3- View, reverse, and see gross profit

Access O&E Fees 0 - 2

1 - View only

2 - Full Access

Orders Needing Attention 0 - 1  
Access Split Orders 0 - 2

1 - View only

2 - View and reverse

Energy Assistance Payment 0 - 1  
Energy Assistance Payments for Inactive Customers 0 - 1  
Alter Budget Billing Payment Amounts 0 - 1  
Access Fuel Tax 0 - 1  
Access Margin Tier Pricing 0 - 1  
Update Margin Tier Pricing 0 - 1  
Route Activity 0 - 1  
Contracts & Agreements 0 - 1  
Graduated Lease Terms 0 - 2 1 - View only

2 - Full Access

Record Degree Days 0 - 1  
Manage Degree Days 0 - 1  
Generate Scheduled Orders 0 - 1  
Clone Daily Route Setup 0 -1  
Daily Route Setup 0 - 1  
Assign Deliveries 0 - 1  
Print Deliveries 0 - 1  
Purchasing/Receiving 0 - 1  
Summer Fill 0 - 1  
Access Graduated Lease Terms 0 - 1  
Purchasing/Receiving 0 - 1  
Movements 0 - 1  
Access Delivery Zones 0 - 1  
Access Equipment 0 - 1  
Access Equipment Manufac    
Access Regulator Manufacturers 0 - 1  
Access Regulators 0 - 1  
Access Tanks 0 - 2

1 - All except Capital Cost and Date

2 - Full Access

Access Automatic Fees 0 - 1  
Reason Codes 0 - 1  
Contracts and Agreements    
Open Sales Contracts 0 - 2

1- All except complete

2- Full Access

Closed Sales Contracts 0 - 1  
Service Contracts 0 - 1  
Lease Agreements 0 - 1  
Override Lease Billings 0 - 1  
Summer Fill    
Assign Summer Fill Tanks 0 - 1  
Generate Summer Fill Orders 0 - 1  
Void Remaining Summer Fill Orders 0 - 1  
Purchasing/Receiving    
Fuel Purchase Order Quick Find 0 - 1  
Access Open Fuel Purchase Orders 0 - 3

1- Add and Edit all Requisitions (no close)

2- Add and edit all Requisitions and POs (no close)

3- Full Access

Approve POs 0 - 2

1- Approve Inventory only

2- Approve Inventory and Non-Inventory

Update Vendor Cost 0 - 1  
Complete with GL Distribution 0 - 1  
Receive POs 0 - 2

1- Yes, but can not see cost

2- Yes, with cost shown

Edit Freight at Receipt Time 0 - 1  
Edit Product Unit Cost After Receipts 0 - 1  
Access Closed Fuel Purchase Orders 0 - 2

1- Everything except Complete

2- Full access including Complete

Edit Product Unit Cost After Receipts 0 - 1  
Browse PO Accrual 0 - 1  
Complete with GL Distribution 0 - 1  
Browse PO Tax Accrual 0 - 1  
Movements    
Fuel Expense Transfers 0 - 2

1- All except edit Location, Profit Center, Tax Code

2- Full Access

Access Open Site Fuel Transfers 0 -2

1 - All except edit of freight and other fees (2 step)

2 - Full Access

Access Closed Site Fuel Transfers 0 - 1  
Adjust Truck Inventory 0 - 1  
View Truck Inventory 0 - 1